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GeStepAhead SME Special
moneycontrol.com

FII View

  • Don`t see property market recovery in next 1-year: CLSA

    Don't see property market recovery in next 1-year: CLSA  

    Nandurkar still believes that a broader economic improvement requires capex revival, which in turn is dependent on a property market recovery which is about 12 months away.

    19 Feb 2016, 8.59 am  |  Source: CNBC-TV18

  • See 30% returns from India post EMs sell-off: Wells Fargo

    See 30% returns from India post EMs sell-off: Wells Fargo   

    Brian Jacobsen of Well Fargo Asset Management says that some improvement is needed in fiscal deficit numbers and says it should be close to 2-3 percent instead of 3.7 percent currently.

    18 Feb 2016, 9.26 pm  |  Source: CNBC-TV18

  • See no global recession; China won`t hard-land: Goldman`s Cohen

    See no global recession; China won't hard-land: Goldman's Cohen   

    The global economy is not facing the prospects of a recession and the commodity deflation that has troubled it has likely troughed out, says Abby Joseph Cohen, Senior Investment Strategist at Goldman Sachs.

    18 Feb 2016, 9.00 pm  |  Source: CNBC-TV18

  • Global woes hurting, not policy; rupee overvalued: Chetan Ahya

    Global woes hurting, not policy; rupee overvalued: Chetan Ahya   

    The best way for India to counter imported deflation is by ensuring that its rupee is 'fairly valued'. Ahya feels the rupee at the moment is 'over valued'.

    17 Feb 2016, 11.49 am  |  Source: CNBC-TV18

  • Correction `brutal`, but not in a bear market: Ridham Desai

    Correction 'brutal', but not in a bear market: Ridham Desai   

    As far as corporate earnings go, India is growing faster on a relative basis, though earnings recovery that the market has been looking for since the last year is yet to come through, says Ridham Desai, head of India equity resear...

    17 Feb 2016, 11.38 am  |  Source: CNBC-TV18

  • Sell PSU bank, metal on rally; financials to weigh on Nifty: CS

    Sell PSU bank, metal on rally; financials to weigh on Nifty: CS  

    India's domestic economy continues to show signs of strength, but popular indices like Nifty may languish for a while given the large weight of Financials, as we believe the pool of stressed assets is bigger than currently address...

    17 Feb 2016, 9.46 am  |  Source: Moneycontrol.com

  • Slow rural recovery even if Budget makes `rural noises`: CLSA

    Slow rural recovery even if Budget makes 'rural noises': CLSA  

    Rural recovery needs construction activity uptick and more so property sector revival, which does not appear likely in CY16, says CLSA

    17 Feb 2016, 9.02 am  |  Source: Moneycontrol.com

  • Opportunity in Adani Ports, Maruti, Tata Motors: Credit Suisse

    Opportunity in Adani Ports, Maruti, Tata Motors: Credit Suisse  

    At least until the next update on China's currency reserves, the Yuan may not be an overhang. We believe the sentiment-driven rebound in PSU Banks and metals is an opportunity to cut positions, says Neelkanth Mishra of Credit Suis...

    17 Feb 2016, 8.58 am  |  Source: CNBC-TV18

  • Markets primed for bear market rally: BofA-ML

    Markets primed for bear market rally: BofA-ML   

    Investors would be keenly watching the Fed decision because there are no clear signs of improvement in US economic data US as yet, says Manish Kabra of Bank of America Merrill Lynch.

    16 Feb 2016, 8.43 pm  |  Source: CNBC-TV18

  • India`s underperformance likely to continue: Credit Suisse

    India's underperformance likely to continue: Credit Suisse  

    Historically, India has always underperformed once its premium reaches 50 percent. She says even with the 46 percent premium, she estimates implied RoE to be 18.5 percent against the current RoE of just 13.5 percent.

    16 Feb 2016, 8.57 am  |  Source: CNBC-TV18

  • See no key verdict from crude meet; rally relatively short: ANZ

    See no key verdict from crude meet; rally relatively short: ANZ   

    Daniel Hynes, Senior Commodity Strategist at ANZ Research says the talk might be gaining interest, but data and actions seem to be opposite to what market has been hearing for the moment.

    16 Feb 2016, 8.36 am  |  Source: CNBC-TV18

  • It is not bear market but unpleasant correction: Credit Suisse

    It is not bear market but unpleasant correction: Credit Suisse   

    Robert Parker, Senior Advisor at Credit Suisse is of the belief that the recent volatility and sell offs seen in global market is not a bear market but just an unpleasant correction.

    15 Feb 2016, 5.20 pm  |  Source: CNBC-TV18

  • Policy deadlock pulling India down among EMs; like DMs: Ian Hui

    Policy deadlock pulling India down among EMs; like DMs: Ian Hui   

    Ian Hui of JP Morgan AMC prefers developed markets over emerging markets. While Russia and Turkey look attractive in the emerging markets (EMs) space, India has moved lower in our favored EMs due to policy deadlock,

    15 Feb 2016, 1.39 pm  |  Source: CNBC-TV18

  • China isn`t the real worry, US economy is, says StanChart

    China isn't the real worry, US economy is, says StanChart  

    Federal Reserve's next move would be a rate cut going forward, says Sarah Hewin, Senior Economist at Standard Chartered.

    12 Feb 2016, 9.24 pm  |  Source: CNBC-TV18

  • Don`t rush into buying gold, sentiment could turn: UBS

    Don't rush into buying gold, sentiment could turn: UBS   

    Hartmut Issel, Head Equity & Credit APAC, Chief Investment Office WM, UBS speaking about the turmoil seen in global markets said he is not sure if the market is reading all the fundamentals rightly.

    12 Feb 2016, 11.36 am  |  Source: CNBC-TV18

  • See no new global danger; US eco not falling apart: JP Morgan

    See no new global danger; US eco not falling apart: JP Morgan   

    global sell-off, falling oil prices, and news about possible cut in production by OPEC. JP Morgan’s economist James Glassman is also surprised at the sell off seen in global markets because according him there is nothing in the...

    12 Feb 2016, 8.33 am  |  Source: CNBC-TV18

  • Downgrade IT to neutral, underweight on telecom: Morgan Stanley

    Downgrade IT to neutral, underweight on telecom: Morgan Stanley  

    Ridham Desai, Morgan Stanley adds 100 basis points each to the consumer discretionary and consumer staples. In sector model portfolio, largest overweights are consumer discretionary & private sector financials and biggest underwei...

    11 Feb 2016, 10.03 am  |  Source: CNBC-TV18

  • Global mkts close to bottom; India to outperform: UBS

    Global mkts close to bottom; India to outperform: UBS   

    Geoff Dennis of UBS says while the global economy will continue to be weak, it will not lead to recession.

    11 Feb 2016, 8.40 am  |  Source: CNBC-TV18

  • Valuations turning cheap; good time to invest: Macquarie

    Valuations turning cheap; good time to invest: Macquarie   

    The fundamentals in India are good, Rakesh Arora, MD and Head of Research at Macquarie Cap Securities says adding that same thought is echoed even by the foreign institutional investors (FIIs).

    10 Feb 2016, 10.13 am  |  Source: CNBC-TV18

  • Fears in Europe stoke additional concern in US: Citi

    Fears in Europe stoke additional concern in US: Citi  

    The percent of stocks down 30 percent or more off of their 52-week highs now match 2011-2012 levels, suggesting that rolling bear markets beneath the index surface are quite severe, says Tobias M Levkovich of Citi.

    10 Feb 2016, 8.56 am  |  Source: CNBC-TV18

  • Fed could cut rate around December 2016: StanChart

    Fed could cut rate around December 2016: StanChart   

    Speaking to CNBC-TV18, Mann says there are no expectations of a rate hike by the Federal Reserve anytime soon. However, he expects expects a rate cut by the Federal Reserve in December 2016.

    10 Feb 2016, 8.27 am  |  Source: CNBC-TV18

  • Global mkt volatility: `I don`t see why this cannot be 2008`

    Global mkt volatility: 'I don't see why this cannot be 2008'   

    Equity markets globally are "repricing risks" and a number of negative policies that authorities worldwide have undertaken mean there could be further downside lurking, says Michael Every of Rabobank.

    09 Feb 2016, 11.40 am  |  Source: CNBC-TV18

  • Overweight on India, December 2016 Nifty target at 8600: Goldman

    Overweight on India, December 2016 Nifty target at 8600: Goldman  

    Moe maintains overweight on India but change December 2016 Nifty target to 8,600.

    09 Feb 2016, 11.05 am  |  Source: CNBC-TV18

  • EMs behind global volatility, may lead to recession: Citi

    EMs behind global volatility, may lead to recession: Citi   

    While the EMs have seen slowdown in last three to four years and could be headed towards recession, the developed economies sans Japan are not showing any signs of a recession, says Willem Buitler, Global Chief Economist at Citi.

    09 Feb 2016, 8.44 am  |  Source: CNBC-TV18

  • China replicating its own 2008 market situation: Rabobank

    China replicating its own 2008 market situation: Rabobank   

    High debt levels is the major problem in China, which may create a situation similar to that of 2008, says Jan Lambregts of Rabobank.

    03 Feb 2016, 5.45 pm  |  Source: CNBC-TV18

  • Downside risk to earnings still not over, overweight on IT: CLSA

    Downside risk to earnings still not over, overweight on IT: CLSA  

    Nandurkar feels downside risk to earnings is still not over but the low base should help the YoY numbers for the next quarter and FY17. He says overweight on IT, private banks and Reliance Industries.

    03 Feb 2016, 9.35 am  |  Source: CNBC-TV18

  • Most important advice for this market: `Do not time it`

    Most important advice for this market: 'Do not time it'   

    The ongoing market volatility does not reflect concerns that the US -- or the global economy -- may sink into a recession going forward, says Geoff Lewis of Manulife Asset Management.

    03 Feb 2016, 8.24 am  |  Source: CNBC-TV18

  • Focus must be on fundamentals, not mkt indicators: McKinsey & Co

    Focus must be on fundamentals, not mkt indicators: McKinsey & Co   

    Dominic Barton, Global MD of McKinsey & Co says that investors are getting distracted by market indicators, whereas the focus needs to be on fundamentals.

    02 Feb 2016, 4.33 pm  |  Source: CNBC-TV18

  • Nifty likely to rebound, may rally upto 7717: CLSA

    Nifty likely to rebound, may rally upto 7717: CLSA  

    Laurence Balanco, CLSA feels the Nifty is staging a rebound rally with initial resistance at 7,717 followed by major trend resistance at the 200-DMA and upper boundary of the cited downtrend channel at the 8,156-8,160 area.

    02 Feb 2016, 9.44 am  |  Source: CNBC-TV18

  • See China growth slowing to 5.5%; liquidity drying: Nomura

    See China growth slowing to 5.5%; liquidity drying: Nomura   

    Prabhat Awasthi, head of India equities, Nomura, says Bank of Japan's move to go into negative interest rate zone was more of a rate signal and not a liquidity tool for markets

    01 Feb 2016, 3.43 pm  |  Source: CNBC-TV18

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